+1,493.1%
LITE vs WING
+620.3%
+872.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.4% | -4.5% |
| 7D | +10.8% | -2.5% | +13.3% | +11.5% |
| 30D | -33.4% | +29.5% | -63.0% | -37.9% |
| 3M | -32.2% | +40.2% | -72.4% | -38.6% |
| 6M | -42.1% | +32.7% | -74.8% | -47.9% |
| YTD | +61.9% | -32.8% | +94.7% | +68.3% |
| 1Y | +163.0% | -31.7% | +194.7% | +170.8% |
| 3Y | +1,358.0% | -24.7% | +1,382.7% | +1,286.2% |
| 5Y | +549.9% | -0.5% | +550.4% | +437.0% |
| All | +1,493.1% | +620.3% | +872.9% | +594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling